Related topics
On this panel you maintain the header that was automatically created when a new project or quotation was entered.
Function keys
| Text | Create or maintain text connected to the header. |
| Reset manually chg price | Reset the net sales value if it has been manually changed. The manually entered net sales value will be replaced with the sales amount for all element lines. |
- Project/Quotation
- Quotation
- The identity and version of the quotation from which the header has been copied. Note: This is only displayed when a quotation has been copied.
- Customer
- Project type/Quot type
- Status
- The code indicates the status of the project/quotation.
- Int ref
- The internal reference that is used e.g., for accounting purposes, etc. This field is mandatory if the Int ref mandatory field is set to YES in the PRJ control file.
- Reason
- Note: This field is only displayed for quotation. The reason code indicates why an old quotation version is closed e.g., the quotation has expired and a new quotation (version) has been made. The reason code must be validated in the Reason code table and be set to type 4 (project quotation). When the status is set to 99, a reason code can be entered.
- Your ref
- The external reference is, for example, used to link a project or a quotation to a customer reference.
- Man chg prc
- Indicates if the net sales value has been manually changed. Note: If the net sales value has been manually changed, changes in net sales price for phase element lines will not be reflected in the net sales value for the project. Use the F8 function key to reset the net sales value.
- Date
- The registration date of the project or quotation.
- Disp date
- The dispatch date of the project or quotation.
- Exp date
- Note: This is only displayed for quotations. The expiry date of the quotation.
- Accept date
- The acceptance date of the project or quotation i.e. the day the project or quotation was accepted by the customer.
- Salesman
- The code from the Signature table indicates the salesman’s signature.
- Handler
- The code from the Signature table indicates the handler’s signature.
- Invoice cust
- The code indicates the invoice customer, that is if the project invoice is to be sent to a different customer than the project or quotation customer.
- Language
- The code from the Language table indicates the customer’s language. This determines the language to be used for the customer, e.g., accounts’ balances and payment reminders.
- End user cust
- The code indicates the end-user’s customer number.
- Mark-Up perc
- The default mark-up percentage between the estimated cost price and sales price. The default value is retrieved from the Project/Quotation type maintenance (POM001B) panel. Note: This is only retrieved for quotations.
- Cost centre
- This field is only displayed if Cost centre acc part is activated in the G/L control file. The cost centre handling is only used for external orders. Note: A security check will be performed to verify if the user is authorised to enter the cost centre. If authorised, the cost center that was entered on the initial Project order maintenance panel can be changed to indicate what cost centre should be assigned to the sales order. If no value was entered there, the cost centre is retrieved according to the following:
- If a cost centre has been defined in the Signature table for the user who is entering the sales order, that code will be retrieved.
- If a cost centre has been defined for the customer in the Business partner file (A/R basic data) panel, that code will be retrieved.
Note: If a cost centre has been defined in both the Signature table and the Business partner file (A/R basic data) panel, the default value will be retrieved from the Signature table.
- Currency
- The code from the Currency table indicates the currency that is used for the project/quotation.
- Warehouse
- The warehouse for which the project was created. This is used in the following cases:
- The warehouse is used as default warehouse when new project lines are entered.
- The warehouse is allocated on the sales order line for invoices that refer to the project invoice plan.
- Print prices
- Indicates if the detail prices should be printed. A default value is retrieved from the Project/Quotation type maintenance (POM001B) panel.
- Net sales
- The total net sales value for all phase element lines. This is displayed in system and project currency. Note: The value can be changed if Inv plan on header and Allow chg sales pr are set to YES on the Project/Quotation type maintenance panel. If Allow chg sales pr is set to NO, the total of the net sales values of the different phase elements will be displayed in this field.
- Price list
- The price list that will be used as default in line maintenance to retrieve the sales price.
- Gross sales
- The total gross sales value of the project or quotation. It may not be changed and it contains the total gross sales values of the different project or quotation phases.
Project Net sales value Gross sales value Phase 10 1,000,000 1,050,000 Phase 20 1,000,000 1,075,000 Phase 30 1,500,000 1,600,000 Total 3,500,000 3,725,000
- Hide line
- Indicates if the lines should be printed. The default value is retrieved from the Project/Quotation type maintenance (POM001B) panel.
- TOP
- The code from the Terms of payment table indicates the terms of payment.
- Time/Mtrl
- Indicates if a line should be invoiced on time/material base. The default value is retrieved from the Project/Quotation type maintenance (POM001B) panel.
- TOD
- The code from the Terms of delivery table indicates the terms of delivery.
- Start date
- The planned start date of the project.
- MOT
- The code from the Manner of transport table indicates the manner of transport.
- End date
- The planned end date of the project.
- Description
- The description of the project or quotation.